Job Description
Key Responsibilities
Assist new clients through the onboarding process — from account setup to funding and trade placement.
Provide accurate and timely information on products and services
Troubleshoot client issues and coordinate with internal teams (Product, Compliance, Operations) to ensure swift resolution.
Educate Channel partners/clients about platform features and functionalities.
Track and analyze common client pain points - provide insights to improve platform experience and service processes.
Maintain high client satisfaction scores (CSAT) through proactive communication and follow-ups.
Ensure all client interactions comply with regulatory standards and internal policies.
Qualifications
Bachelor’s degree in Business, Finance, Economics, or a related field.
1 - 3 years of experience in client support, customer success, or operations within financial services, fintech, or brokerage.
Adequate understanding of global fin...
Assist new clients through the onboarding process — from account setup to funding and trade placement.
Provide accurate and timely information on products and services
Troubleshoot client issues and coordinate with internal teams (Product, Compliance, Operations) to ensure swift resolution.
Educate Channel partners/clients about platform features and functionalities.
Track and analyze common client pain points - provide insights to improve platform experience and service processes.
Maintain high client satisfaction scores (CSAT) through proactive communication and follow-ups.
Ensure all client interactions comply with regulatory standards and internal policies.
Qualifications
Bachelor’s degree in Business, Finance, Economics, or a related field.
1 - 3 years of experience in client support, customer success, or operations within financial services, fintech, or brokerage.
Adequate understanding of global fin...
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